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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,250 | $81,233+44.3% | $155,567-24.6% | $80,874+45.0% |
| Participation rate | 95.5% | 66.2%+29.3pp | 78.2%+17.3pp | 67.6%+27.9pp |
| Annual return | 14.02% | 33.33%-19.3pp | 64.74%-50.7pp | 35.62%-21.6pp |
| Employer contribution / active EE | $1,997 | $3,101-35.6% | $4,674-57.3% | $2,756-27.5% |
| Participant deferral / active EE | $2,466 | $3,452-28.6% | $5,628-56.2% | $4,297-42.6% |
| Admin fee / account holder | $1,574 | $7,998-80.3% | $15,916-90.1% | $6,935-77.3% |